ARMOR ADVISORS, L.L.C.

data from 30/09/2025

Capitalization

$ 179.471 M -5.98 %

Average holding period

8 ans

Performance

$ 218.850 M 88.92 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ARMOR ADVISORS, L.L.C.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GLD SPDR GOLD TR 29.71% 53.321 M $ 150000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRH CRH PLC 14.25% 25.581 M $ 213349 2023/09/30 6.487 M $ 30.61 %
2025/09/30 FNV FRANCO NEV CORP 7.93% 14.224 M $ 63812 2019/12/31 4.974 M $ 35.99 %
2025/09/30 NMM NAVIOS MARITIME PARTNERS L P 7.78% 13.966 M $ 310000 2024/09/30 2.285 M $ 19.56 %
2025/09/30 RGLD ROYAL GOLD INC 6.57% 11.795 M $ 58805 2020/12/31 1.446 M $ 12.79 %
2025/09/30 KKS.F KASPI KZ JSC 5.27% 9.465 M $ 115880 2025/03/31 -235.419 K $ -2.59 %
2025/09/30 NMM NAVIOS MARITIME PARTNERS L P 5.06% 9.090 M $ 201776 2024/09/30 1.445 M $ 19.56 %
2025/09/30 ICLR ICON PLC 3.80% 6.813 M $ 38934 2024/12/31 1.015 M $ 20.32 %
2025/09/30 SPY SPDR S&P 500 ETF TR 3.71% 6.662 M $ 10000 2021/09/30 2.175 M $ 7.82 %
2025/09/30 SBLK STAR BULK CARRIERS CORP 3.40% 6.105 M $ 328390 2023/06/30 440.042 K $ 7.77 %
2025/09/30 SLV ISHARES SILVER TR 2.91% 5.223 M $ 123277 2024/06/30 695.748 K $ 29.14 %
2025/09/30 HAFNIA LTD 2.75% 4.944 M $ 825376 2025/03/31 825.376 K $ 20.04 %
2025/09/30 FRO FRONTLINE PLC 2.67% 4.793 M $ 210332 2024/12/31 1.214 M $ 38.88 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 1.93% 3.455 M $ 15386 2024/12/31 260.468 K $ 3.14 %
2025/09/30 FCNCA FIRST CTZNS BANCSHARES INC N 1.53% 2.750 M $ 1537 2023/06/30 -418.776 K $ -8.55 %
2025/09/30 SA SEABRIDGE GOLD INC 0.72% 1.283 M $ 53142 2020/12/31 511.757 K $ 66.32 %
2025/09/30 BIDU BAIDU INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 GLD SPDR GOLD TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 HYG ISHARES TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %